Sun Group Wealth Partners’s Caterpillar CAT Stock Holding History

Sun Group Wealth Partners’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$316K	Hold	297	–	–	0.22%	66
2026 Q1	$210K	Buy	+297	New	+$206K	0.17%	72

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Sun Group Wealth Partners's CAT Position: Q2 2026 in Review

Sun Group Wealth Partners held its Caterpillar (CAT) position steady in Q2 2026 at 297 shares worth $316K. The position accounts for 0.22% of the portfolio, ranked #66.

Sun Group Wealth Partners first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Sun Group Wealth Partners held 297 shares of Caterpillar worth $316K as of Q2 2026.
Sun Group Wealth Partners left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.22% of Sun Group Wealth Partners's portfolio in Q2 2026, its #66 holding.
Sun Group Wealth Partners first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.